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Evensky & Katz LLC ISMCF Position History
ISMCF
Quarters held
5
Latest value
$44.5M
Q3 2026
Peak value
$48.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44.9M |
| Q4 2025 | $45.5M |
| Q1 2026 | $44.4M |
| Q2 2026 | $48.7M |
| Q3 2026 | $44.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.5M | 323.4K | — | — |
| Q2 2026 | $48.7M | 329.4K | — | — |
| Q1 2026 | $44.4M | 335.2K | — | — |
| Q4 2025 | $45.5M | 345.9K | — | — |
| Q3 2025 | $44.9M | 345.9K | — | — |
Other funds holding ISMCF
Other Evensky & Katz LLC positions
ETHA
$272.3MISHARES CORE S&P TOTAL US STOCK MARKET
ETHA
$262.2MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
$231.3MSCHWAB US BROAD MARKET - ETF
SCHW-PJ
$229MSCHWAB US BROAD MARKET - ETF
ETHA
$225.2MISHARES CORE S&P TOTAL US STOCK MARKET
ETHA
$221.3MISHARES CORE S&P TOTAL US STOCK MARKET
SCHW-PJ
$218.4MSCHWAB US BROAD MARKET
SCHW-PJ
$217.2MSCHWAB US BROAD MARKET - ETF